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Donor Advised Charitable Giving’s Klaviyo KVYO Stock Holding History

Donor Advised Charitable Giving’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,600
Closed -$294K – 47
2025
Q3 		$294K Buy
+10,600
New +$342K 0.01% 36

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Donor Advised Charitable Giving's KVYO Position: Q4 2025 in Review

Donor Advised Charitable Giving sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 10,600 shares — an estimated $294K sold.

Donor Advised Charitable Giving first reported a position in KVYO in Q3 2025 and held it in 1 quarter. The position peaked at $294K in Q3 2025. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • Donor Advised Charitable Giving reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 10,600 Klaviyo shares in Q4 2025, an estimated $294K.
  • Donor Advised Charitable Giving first reported a position in Klaviyo in Q3 2025 and held it in 1 quarter.
  • Donor Advised Charitable Giving's Klaviyo position peaked at $294K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Donor Advised Charitable Giving's 13F filing for Q4 2025, filed 23 Jan 2026.